NewAssociate Attorney -- Student Services and Disabilities (2-5 years) JobotAssociate Attorney -- Student Services and Disabilities (2-5 years)Pleasanton, CA$150,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewToxic Tort Associate Attorney JobotToxic Tort Associate AttorneyWalnut Creek, CARemote$115,000–$195,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. My client is seeking to add an Associate Attorney to our Toxic Tort practice group in any of our four California offices (San Francisco, Walnut Creek, Los Angeles and Irvine).
NewAssociate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Jose, CARemote$105,000–$200,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewGeneral Liability/Product Liability Associate Attorney JobotGeneral Liability/Product Liability Associate AttorneyWalnut Creek, CARemote$115,000–$195,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.
NewConstruction Defect Associate Attorney JobotConstruction Defect Associate AttorneyWalnut Creek, CARemote$115,000–$195,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.
NewLitigation Associate Attorney JobotLitigation Associate AttorneySan Jose, CA$190,000–$235,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Senior Employment Law Associate JobotSenior Employment Law AssociateSan Jose, CA$175,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a long-standing presence in Northern California, we offer a collaborative platform across multiple practice areas, including a highly sophisticated family law group that handles both straightforward and complex matters.
NewAssociate Attorney, Workers Compensation JobotAssociate Attorney, Workers CompensationSan Jose, CA$100,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewAssociate Attorney/Sr. Counsel -- Wage and Hour, Labor & Employment Defense (2-10+ years) JobotAssociate Attorney/Sr. Counsel -- Wage and Hour, Labor & Employment Defense (2-10+ years)Pleasanton, CA$150,000–$350,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Retail Customer Service Associate FedExRetail Customer Service AssociateWalnut Creek, California$20.75–$24.37 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Sr. Client Service Associate/ Sr. Client Service Manager Wealth Enhancement Group LLCSr. Client Service Associate/ Sr. Client Service ManagerWalnut Creek, CA$100,000–$120,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
Sr. Client Service Associate/ Sr. Client Service Manager Wealth Enhancement Group AcquisitionSr. Client Service Associate/ Sr. Client Service ManagerWalnut Creek, CA$100,000–$120,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
Registered Client Service Associate Citigroup IncRegistered Client Service AssociateSan Jose, CA$78,320–$109,280 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
Senior Client Service Associate Beacon Pointe AdvisorsSenior Client Service AssociateCampbell, CAThe Senior Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families, and…" /> Senior Client Service Associate @ Beacon Pointe Advisors LLC. The Senior Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families, and institutions.
Client Service Associate NR Stifel Financial CorpClient Service Associate NRSan Francisco, CAUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Service Associate - NR StifelClient Service Associate - NRSan Francisco, CaliforniaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateSan Francisco, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateSan Francisco, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Private Wealth Management Senior Registered Client Service Associate Morgan StanleyPrivate Wealth Management Senior Registered Client Service AssociateMenlo Park, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Client Service Associate Morgan StanleyClient Service AssociateMenlo Park, California$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Senior Client Service Associate Beacon Pointe Advisors LLCSenior Client Service AssociateCampbell, CAThe Senior Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families, and institutions. Meets regularly with wealth advisors, relationship managers, and associate wealth advisors to prioritize workload, provides timely updates on client service items, and escalates potential issues when appropriate.
Client Services Associate I, Oncology BillionToOneClient Services Associate I, OncologyUnion City, CAAt BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. Unity Confirm enables non-invasive confirmation for high-risk screening results through the capture of intact circulating fetal cells using BillionToOne’s Fetal Cell Capture Technology.
Client Services Associate I, Prenatal BillionToOneClient Services Associate I, PrenatalUnion City, CAAt BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. Our revolutionary QCT molecular counting technology enhances disease detection resolution by over a thousandfold using cell-free DNA,a breakthrough that has already transformed the lives of over half a million patients worldwide.
NewClient Service Associate (Teller)- Mountain View, CA California Bank & TrustClient Service Associate (Teller)- Mountain View, CAMountain View, CA$21–$25.31 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Client Services Associate I BillionToOne IncClient Services Associate IUnion City, CABenefits And Perks: Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients. The Client Services Associate I holds a pivotal role in the organization and will act as the face of BillionToOne for our customers, including physicians, OB/GYN clinics, auxiliary staff, and patients.
Client Services Associate I, Oncology BillionToOne IncClient Services Associate I, OncologyUnion City, CAAt BillionToOne, we''ve built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. Unity Confirm enables non-invasive confirmation for high-risk screening results through the capture of intact circulating fetal cells using BillionToOne's Fetal Cell Capture Technology.
Senior Client Service Associate Stifel Financial CorpSenior Client Service AssociateSan Francisco, CAMinimum Required: Bachelor''s degree in a related field or equivalent experience.• Minimum Required: 3+ years of related experience in financial services, or a combination of education and internships relating to Private Wealth Management.• Preferred: Experience in Private Wealth Management or Portfolio Administration. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients.
Client Services Associate-Mailroom SPS North AmericaClient Services Associate-MailroomSanta Clara, CAAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Job Title Alternative: If the role is heavily focused on mail and package handling, consider using Mailroom Associate or Mail Services Associate instead of Client Services Associate , as it better reflects the primary responsibilities and attracts more relevant candidates.
Senior Client Services Associate Guardant Health, Inc.Senior Client Services AssociatePalo Alto, CA$31–$43 / hourFounded in 2012, Guardant is transforming patient care and accelerating new cancer therapies by providing critical insights into what drives disease through its advanced blood and tissue tests, real-world data and AI analytics. Guardant tests help improve outcomes across all stages of care, including screening to find cancer early, monitoring for recurrence in early-stage cancer, and treatment selection for patients with advanced cancer.
Senior Client Service Associate StifelSenior Client Service AssociateSan Francisco, CaliforniaFull time1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. What You'll Be Doing: The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios.
Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Mountain View, CaliforniaRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
Client Service Associate (Mail & Shipping/Receiving) SPS North AmericaClient Service Associate (Mail & Shipping/Receiving)Santa Clara, CA$19.50–$21.50 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Client Services Associate-Mailroom SPSClient Services Associate-MailroomSanta Clara, CaliforniaAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Job Title Alternative: If the role is heavily focused on mail and package handling, consider using Mailroom Associate or Mail Services Associate instead of Client Services Associate , as it better reflects the primary responsibilities and attracts more relevant candidates.
Client Service, Associate Freestone Capital ManagementClient Service, AssociateLos Altos, CaliforniaClient Account & Service Excellence : Act as a trusted resource for clients, ensuring smooth account operations and exceptional service, while working closely with advisors and the broader client service team. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
Client Service Associate (Mail & Shipping/Receiving) SPSClient Service Associate (Mail & Shipping/Receiving)Santa Clara, California$19.50–$21.50 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Client Services Associate TransPerfect IncClient Services AssociateSan Francisco, CAIn this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion.
Private Wealth Management Client Service Associate Morgan StanleyPrivate Wealth Management Client Service AssociateMenlo Park, CA$35,152–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Private Wealth Management Client Service Associate - Proficiency: Mandarin Morgan StanleyPrivate Wealth Management Client Service Associate - Proficiency: MandarinSan Francisco, CA$34,320–$90,000 / yearDUTIES AND RESPONSIBILITIES: • CLIENT SUPPORT: • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile • Confirm authorization and authenticate client when processing requests • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors • Prepare financial plans, client reports, and other materials for client meetings • Review and take appropriate action on client account alerts. Knowledge/Skills: Strong industry, product, and branch procedures knowledge Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLPClient Accounting and Advisory Services (CAAS) Senior AssociateSan Jose, CA$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Summer Associate, Client Service, 2027 AlphaSights LtdSummer Associate, Client Service, 2027San Francisco, CAYour responsibilities will include: Recruiting experts: you will spend a significant part of your day speaking on the phone with experts who are uniquely relevant matches for your clients' projects, often under tight deadlines. Throughout your workday, you'll work on multiple projects from investors, strategists and dealmakers at top-tier client organizations seeking expert insights to inform their decision-making.
Associate, Client Service, 2027 AlphaSights LtdAssociate, Client Service, 2027San Francisco, CA$90,000–$110,000 / yearYour responsibilities will include: Recruiting experts: you will spend a significant part of your day speaking on the phone with experts who are uniquely relevant matches for your clients' projects, often under tight deadlines. Throughout your workday, you will work on multiple projects from investors, strategists and dealmakers at top-tier client organizations seeking expert insights to inform their decision-making.
Summer Associate, Client Service, Portuguese Speaker 2027 AlphaSights LtdSummer Associate, Client Service, Portuguese Speaker 2027San Francisco, CAYour responsibilities will include: Recruiting experts: you will spend a significant part of your day speaking on the phone with experts who are uniquely relevant matches for your clients' projects, often under tight deadlines. Throughout your workday, you'll work on multiple projects from investors, strategists and dealmakers at top-tier client organizations seeking expert insights to inform their decision-making.
Purely Remote Client Service & Sales Associate AoglobelifePurely Remote Client Service & Sales AssociateSan Jose, CaliforniaRemoteAO Globe Life, one of the fastest-growing financial services organizations in North America, is expanding and seeking motivated Client Service and Sales Associate to join our nationwide team. Whether you're an experienced professional in sales or customer service, or someone ready to start a new career, well give you the training, mentorship, and tools to help you thrive, NO EXPERIENCE needed but a PLUS! all from the comfort of your home.
Associate Director - Sales & Client Service Artisan Partners Limited PartnershipAssociate Director - Sales & Client ServiceSan Francisco, CA$100,000–$150,000 / yearWorking closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The Associate Director - Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base.
Associate Director of Client Services and Equity Regional Center of the East BayAssociate Director of Client Services and EquityConcord, California$4,342.71–$6,416.16 / weekEmployees who work at least 30 hours per week for a governmental, 501(c)(3) nonprofit, or other qualifying nonprofit organization may apply to have the balance of their student loans forgiven (tax free) after making 120 monthly payments. The Associate Director, Client Services and Equity provides leadership and strategic direction to identify and advance equity initiatives for the participants and families served throughout the Regional Center of the East Bay (RCEB).
Tax Senior Associate, Private Client Services Baker Tilly Advisory Group, LPTax Senior Associate, Private Client ServicesSan Jose, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do: Be a trusted member of the engagement team providing various tax compliance and consulting services, primarily to private wealth and flow-through clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.
Tax Senior Associate - Private Client Services Baker Tilly Advisory Group, LPTax Senior Associate - Private Client ServicesSan Jose, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Registered Client Associate Wells Fargo & CoRegistered Client AssociateSan Francisco, CA$30.77–$45.67 / hourExecute various administrative functions for the PF Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CASanta Clara, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.